CXI Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

CXI Advisors’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$72K	Buy	+2,064	New	+$69K	0.16%	15

Other funds holding SPYV

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

CXI Advisors's SPYV Position: Q4 2019 in Review

CXI Advisors opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2019: 2,064 shares worth $72K. The stake represents 0.16% of the portfolio and ranks #15 among its holdings.

353 funds tracked by Wall St. Rank hold SPYV as of Q4 2019.

CXI Advisors held 2,064 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $72K as of Q4 2019.
State Street SPDR Portfolio S&P 500 Value ETF was a new CXI Advisors position in Q4 2019.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.16% of CXI Advisors's portfolio in Q4 2019, its #15 holding.
353 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.